Wealthspire Advisors (New York)’s WisdomTree US MidCap Fund EZM Stock Holding History

Wealthspire Advisors (New York)’s Portfolio EZM Stock Details EZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$487K	Sell	6,423 -31	-0.5%	-$2.25K	﹤0.01%	809
2026 Q1	$434K	Sell	6,454 -70	-1%	-$4.84K	﹤0.01%	615
2025 Q4	$436K	Hold	6,524	–	–	﹤0.01%	657
2025 Q3	$430K	Sell	6,524 -94	-1%	-$6.07K	﹤0.01%	570
2025 Q2	$409K	Sell	6,618 -121	-2%	-$7.12K	﹤0.01%	591
2025 Q1	$402K	Sell	6,739 -6,455	-49%	-$403K	﹤0.01%	570
2024 Q4	$825K	Buy	13,194 +6,310	+92%	+$404K	0.01%	412
2024 Q3	$429K	Sell	6,884 -311	-4%	-$18.6K	﹤0.01%	530
2024 Q2	$416K	Hold	7,195	–	–	0.01%	466
2024 Q1	$439K	Hold	7,195	–	–	0.01%	447
2023 Q4	$413K	Hold	7,195	–	–	0.01%	449
2023 Q3	$365K	Sell	7,195 -381	-5%	-$20.3K	0.01%	452
2023 Q2	$401K	Sell	7,576 -113	-1%	-$5.61K	0.01%	408
2023 Q1	$382K	Sell	7,689 -100	-1%	-$5.16K	0.01%	398
2022 Q4	$379K	Hold	7,789	–	–	0.01%	415
2022 Q3	$343K	Hold	7,789	–	–	0.01%	392
2022 Q2	$358K	Hold	7,789	–	–	0.01%	363
2022 Q1	$426K	Buy	7,789 +391	+5%	+$21.2K	0.01%	294
2021 Q4	$416K	Hold	7,398	–	–	0.01%	353
2021 Q3	$385K	Buy	+7,398	New	+$389K	0.01%	408
2021 Q2	–	Sell	-8,105	Closed	-$413K	–	477
2021 Q1	$413K	Buy	+8,105	New	+$389K	0.01%	446
2020 Q2	–	Sell	-10,500	Closed	-$277K	–	357
2020 Q1	$277K	Buy	+10,500	New	+$388K	0.01%	403

Other funds holding EZM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Wealthspire Advisors (New York)'s EZM Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its WisdomTree US MidCap Fund (EZM) stake by 0.48% in Q2 2026, selling an estimated $2.25K and leaving 6,423 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Wealthspire Advisors (New York) first reported a position in EZM in Q1 2020 and has held it in 22 quarters since. The position peaked at $825K in Q4 2024. 186 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Wealthspire Advisors (New York) held 6,423 shares of WisdomTree US MidCap Fund worth $487K as of Q2 2026.
Wealthspire Advisors (New York) sold 31 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $2.25K.
WisdomTree US MidCap Fund made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #809 holding.
Wealthspire Advisors (New York) first reported a position in WisdomTree US MidCap Fund in Q1 2020 and has held it in 22 quarters since.
Wealthspire Advisors (New York)'s WisdomTree US MidCap Fund position peaked at $825K in Q4 2024.
186 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.